Escalating Capital Requirements
Some notes (which will be updated later) about capital requirements for the Australian Electricity Supply Industry
demand growth
AFR says “Emissions have fallen"! Here’s some more data…
Some analysis prompted by a short article in the AFR talking about a reduction in emissions over summer 2009-10 (with the possible implication being that emissions have turned the corner).
High temperatures force demand high, NEM-Wide (and prices follow)
A few brief notes about a hot day across the mainland, with demand levels high in each of the 4 mainland regions
Initial Thoughts about the AEMO’s Electricity Statement of Opportunities (ESOO) for 2009
Some initial, scattered, thoughts (late on the day of its launch) about the AEMO's first production of the Electricity Statement of Opportunities for 2009
Further thoughts about Summer 2008-09 (the heatwave, bushfires, new demand peak, and blackouts)
Summer 2008-09 is now well behind us, and there are a number of official reviews underway that will report back at some stage. Even so, we’ve been continuing to ponder a couple of things...
Should last summer’s peak NEM-Wide demand have surprised us so much?
We saw a massive new peak for NEM-Wide demand set on 29th January 2009, which surprised many (including us). We return to that data and, by comparing with the previous 10 summers, see whether...
What impact has the GFC (Global Financial Crisis) had on the NEM?
Given that the 2008-09 financial year has just ended, I thought it would be an appropriate time to look into what impact the GFC has had on electricity demand in the NEM.
A review of recent winters in the NEM
For those who weren't aware, Winter 2009 has seen us offer our "Who's the Best Demand Forecaster in the NEM" challenge - as a chance for the market to redeem itself, following what happened...
January in the NEM (a review of 10 years of history)
One of 12 articles on the months past in the NEM. For January we revisit events such as the fires at Moomba in 2004 (which curtailed gas supplies from central Australia); and the blackout...
A review of recent summers in the NEM
A brief analysis of NEM-wide demand and IRPM during the summer months over the past 4 years.
“Happy Birthday” to the NEM (13th December 1998 – 12th December 2008)
This is just a short note to reflect on the fact that the NEM will be 10 years old tomorrow. All together now, "Happy Birthday to you..."